-- 取締役のマーティン・タッチマン氏は、2026年5月1日にFtai Aviation（FTAI）の株式254,260株を61,534,493ドルで売却しました。SECへのフォーム4提出後、タッチマン氏は同社の株式合計1,243,617株を保有することになり、その内訳は普通株式193,126株を直接保有しているほか、普通株式210,491株、シリーズC優先株式800,000株、シリーズD優先株式40,000株を間接的に保有しています。 SEC提出書類：https://www.sec.gov/Archives/edgar/data/1590364/000159036426000046/xslF345X05/wk-form4_1778022015.xml
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Research Alert: Smith & Nephew Q1: Strong Sports Medicine Offsets Knee Implants Weakness
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Smith & Nephew (SN) posted Q1 2026 revenue of USD1,501M, in line with consensus, representing underlying growth of 3.1% (or 4.4% on an adjusted daily sales basis) but decelerating sequentially across all segments. Orthopaedics slowed to +0.8% (vs. Q4's +7.9%) due to U.S. Knee Implants weakness, while Sports Medicine & ENT remained solid at +6.7%. SN announced a new USD500M share buyback to be completed within the next 12 months and reaffirmed 2026 guidance of 6% underlying revenue growth and USD1.3B trading profit. The 2026 guidance for reported revenue guidance of 7.7% is above the current S&P Capital IQ consensus estimate of around 6.6%. We expect upcoming launches and continued execution of the new RISE strategy to underpin growth momentum. That said, execution on U.S. Knee Implants remains critical to monitor. In our view, the planned Q3 2026 launch of the cementless version of the LANDMARK Knee System represents an important catalyst to address persistent challenges in the Knee business.
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Crude Oil Exports from Other Producing Countries Rise Amid Middle East War, Commerzbank Says
Amid production losses due to the war in the Middle East, crude oil exports from other producing countries are rising, Commerzbank said in a Tuesday note.Venezuela's oil exports climbed to 1.23 million barrels per day in April, up 150,000 barrels per day from the previous month and the highest level since the U.S. imposed sanctions on Venezuela's energy industry at the end of 2018, the bank noted.Nearly 450,000 barrels per day went to the U.S., which is the main buyer of Venezuelan oil. However, exports to India also rose to 374,000 barrels per day and exports to Europe increased to 165,000 barrels per day, Commerzbank said.The U.S. also boosted its oil exports in April to a record high of 5.2 million barrels per day, the bank said, citing data analysis firm Kpler. This was up from 3.9 million barrels per day in March.Meanwhile, at the Corpus Christi oil port in Texas, 240 tankers were recorded in March, up from the rough average of 200 tankers, according to Commerzbank.
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Seaport Upgrades Ashland to Buy From Neutral, Sets $75 Price Target
Ashland (ASH) has an average rating of overweight and mean price target of $64.16, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
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